Promote draft work order tasks

Promote draft work order tasks

When a work order is automatically qualified, the system creates a task in the
Draft state, which must be promoted.

Before you begin

Role required: wm_initiator_qualifier, wm_admin, or admin

About this task

When you create a work order that is qualified automatically, the work order state
progresses from Draft to Qualified and
the system automatically creates a task in the Draft state.
You can then promote the draft tasks to a state of Pending
Dispatch.

Procedure

Navigate to Field Service > Work Order > My Work Order Tasks.

The list displays tasks in the Draft state
created by the current user.

Open a task.

Make sure the task has a Dispatch group.

Click Ready for Dispatch.

The task is promoted to the Pending Dispatch
state.

What to do next

You can promote multiple tasks at the same time from a related list or a task list.
Select the check boxes next to the tasks to be promoted and then select Ready
for Dispatch from the Actions choice
list.